NATIONAL PORTFOLIO DAY ASSOCIATION (EIN 463370305) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

Christopher Brown

Phone

9493766000

Tax Period

2020-07-01 to 2021-06-30

NATIONAL PORTFOLIO DAY ASSOCIATION, founded in 2013, is a small nonprofit in the Education sector that reported $364K in total revenue in fiscal year 2020. The organization ran a surplus of $155K, a strong 43% operating margin.

Mission

The organization will coordinate, manage and promote educational events focused on developing students' visual arts portfolios.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $363,873

Investment Income $260

Other Revenue $0

TOTAL REVENUE $364,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $197,962

Other Expenses $208,784

TOTAL EXPENSES $208,784

Year-over-Year Comparison

	2020	2019	Change
Revenue	$364,133	N/A	N/A
Expenses	$208,784	N/A	N/A
Net Income	$155,349	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher Brown	Current President & Curren	2.50	Officer Director	$0	$0	$0
Nicole Hall	Current Secretary & Curren	3.00	Officer Director	$0	$0	$0
Matilde Perez	Current Treasurer & Curren	1.00	Officer Director	$0	$0	$0
Melissa Huybrecht	Current Vice President & C	1.75	Officer Director	$0	$0	$0
Adam Rogers	Current Director	0.50	Director	$0	$0	$0
Rose Milkowski	Current Director	0.75	Director	$0	$0	$0
Gabrielle Durning	Current Director	2.00	Director	$0	$0	$0
Jenny Saluti	Current Director	0.50	Director	$0	$0	$0
Lauren Wilshusen	Current Director	0.50	Director	$0	$0	$0
Sharron Starling	Current Director	0.50	Director	$0	$0	$0
Shana Hansma	Current Director	0.50	Director	$0	$0	$0
Carla Conzalez	Current Director	0.50	Director	$0	$0	$0
Christopher Harring	Current Director	0.75	Director	$0	$0	$0
Juiliana Lew	current Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2021	$364,133	$208,784	$368,019	$155,349

NATIONAL PORTFOLIO DAY ASSOCIATION